Global Retirement Partners’s Morningstar MORN Stock Holding History

Global Retirement Partners’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$76.3K	Buy	351 +338	+2,600%	+$73.2K	﹤0.01%	2079
2025 Q3	$3.02K	Sell	13 -2	-13%	-$533	﹤0.01%	3171
2025 Q2	$4.71K	Buy	+15	New	+$4.44K	﹤0.01%	2933
2024 Q4	$8.76K	Sell	26 -1	-4%	-$341	﹤0.01%	2439
2024 Q3	$8.62K	Hold	27	–	–	﹤0.01%	2348
2024 Q2	$7.99K	Buy	27 +7	+35%	+$2.07K	﹤0.01%	2409
2024 Q1	$6.17K	Buy	20 +8	+67%	+$2.3K	﹤0.01%	2316
2023 Q4	$3.3K	Hold	12	–	–	﹤0.01%	2481
2023 Q3	$2.76K	Hold	12	–	–	﹤0.01%	2409
2023 Q2	$2.35K	Buy	12 +6	+100%	+$1.19K	﹤0.01%	2483
2023 Q1	$1.09K	Buy	+6	New	+$1.32K	﹤0.01%	2712
2020 Q3	–	Sell	-4	Closed	-$1K	–	1682
2020 Q2	$1K	Hold	4	–	–	﹤0.01%	1543
2020 Q1	$0	Hold	4	–	–	﹤0.01%	1648
2019 Q4	$1K	Hold	4	–	–	﹤0.01%	1548
2019 Q3	$1K	Hold	4	–	–	﹤0.01%	1528
2019 Q2	$1K	Buy	+4	New	+$552	﹤0.01%	1524
2018 Q4	–	Sell	-35	Closed	-$4K	–	1518
2018 Q3	$4K	Hold	35	–	–	﹤0.01%	1273
2018 Q2	$4K	Hold	35	–	–	﹤0.01%	1251
2018 Q1	$3K	Hold	35	–	–	﹤0.01%	1269
2017 Q4	$3K	Buy	+35	New	+$3.15K	﹤0.01%	1233

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Retirement Partners's MORN Position: Q4 2025 in Review

Global Retirement Partners increased its Morningstar (MORN) stake by 2,600% in Q4 2025, buying an estimated $73.2K and bringing the position to 351 shares worth $76.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

Global Retirement Partners first reported a position in MORN in Q4 2017 and has held it in 20 quarters since. 473 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

Global Retirement Partners held 351 shares of Morningstar worth $76.3K as of Q4 2025.
Global Retirement Partners bought 338 Morningstar shares in Q4 2025, an estimated $73.2K.
Morningstar made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2079 holding.
Global Retirement Partners first reported a position in Morningstar in Q4 2017 and has held it in 20 quarters since.
473 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.